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Trustees vs. Fiduciaries

Monthly Archives: June 2011

Trustees vs. Fiduciaries

Representatives from our firm recently spoke at a seminar for financial planners and one of the attendees had a question Read More >>

Unrelated Business Income Tax Exceptions & Exclusions

The Internal Revenue Service Website, www.irs.gov, is a very helpful resource. However, it can be unwieldy and provide more information Read More >>

Housing Allowance Exclusion – Tax Case

In 2010, a Tax Court ruled that a minister is not limited to one principal residence for purposes of the Read More >>

Document retention – what to save and for how long

If summer is a typically slower time for your organization, you may be tempted to clean out and purge un-needed Read More >>

Guidelines for Plan Consultants

Many plan sponsors hire consultants to provide expert advice for Employee Benefit Plans. Because plan sponsors are ultimately responsible for all Read More >>

What happens to un-usable designated gifts?

Many times donors want to give money to your organization for a specific purpose.  But what happens if the purpose Read More >>

Church Raffles (or maybe better said as “Raffles Conducted by Churches”)

(My high school English teacher would frown on my choice of word order… and I don’t want any of you Read More >>

Double check the consistency of Summary Plan Documents

A recent Supreme Court decision is a stark reminder for plan sponsors to double check the consistency of Summary Plan Read More >>